The Swedish Investor

Value investors who adopt a defensive strategy (living below means, allowing compounding, avoiding losses) are predicted to achieve significant wealth, with the timing being the primary variable.

We value investors, who emphasize defense, will get rich. Given that we live below our means and don’t stop the compounding as it does its thing, we will get rich, because if you avoid losers, the winners will take care of themselves. The only question is when we’ll get rich.

1 year ago Pending

Value investors who adopt a defensive strategy (living below means, allowing compounding, avoiding losses) are predicted to achieve significant wealth, with the timing being the primary variable.

We value investors, who emphasize defense, will get rich. Given that we live below our means and don’t stop the compounding as it does its thing, we will get rich, because if you avoid losers, the winners will take care of themselves. The only question is when we’ll get rich.

Pending

Market conditions are predicted to shift within a couple of years, moving away from favoring aggressive investors to potentially favoring defensive investors or a downturn.

Current market valuations favor the track record of aggressive investors, but we may well see the opposite conditions in a couple of years again.

1 year ago Pending

Market conditions are predicted to shift within a couple of years, moving away from favoring aggressive investors to potentially favoring defensive investors or a downturn.

Current market valuations favor the track record of aggressive investors, but we may well see the opposite conditions in a couple of years again.

Pending

AI companies are predicted to achieve extremely high valuations and attract intense entrepreneurial competition due to the widespread belief in AI's future importance.

Everyone everywhere thinks that AI will be the next big thing. And then what? Well, consequences that matter to investors include, among other things, that AI companies will be valued crazy high and that every entrepreneur in town will want to compete for this “golden opportunity”.

1 year ago Pending

AI companies are predicted to achieve extremely high valuations and attract intense entrepreneurial competition due to the widespread belief in AI's future importance.

Everyone everywhere thinks that AI will be the next big thing. And then what? Well, consequences that matter to investors include, among other things, that AI companies will be valued crazy high and that every entrepreneur in town will want to compete for this “golden opportunity”.

Pending

Increased traveler awareness of Boeing's safety reputation will lead airlines to purchase fewer Boeing planes and more Airbus planes.

if Travelers become aware then Airlines will have to adopt by purchasing fewer boeings and say more air buses

2 years ago Pending

Increased traveler awareness of Boeing's safety reputation will lead airlines to purchase fewer Boeing planes and more Airbus planes.

if Travelers become aware then Airlines will have to adopt by purchasing fewer boeings and say more air buses

Pending

On the Beach Group's growth rate is expected to be around 6%.

we do not expect them to be able to continue in that high of a pace but but maybe more like 6%

1 year ago Pending

On the Beach Group's growth rate is expected to be around 6%.

we do not expect them to be able to continue in that high of a pace but but maybe more like 6%

Pending

Olvi's operations in Finland and the Baltics are expected to return to historical profit margins of approximately 12%.

if the rest of Al can return to its historical profit margins that would be about 12%

1 year ago Pending

Olvi's operations in Finland and the Baltics are expected to return to historical profit margins of approximately 12%.

if the rest of Al can return to its historical profit margins that would be about 12%

Pending

Olvi is predicted to continue growing at approximately 6% per year.

we're at maybe 6% per year if all we can continue in the future like it's done historically

1 year ago Pending

Olvi is predicted to continue growing at approximately 6% per year.

we're at maybe 6% per year if all we can continue in the future like it's done historically

Pending

Komerc is expected to return to profitability with a long-term operating margin of 3.5%.

a return to profitability and a reversion to the mean on our our long-term estimates which include a 3.5% operating margin

1 year ago Pending

Komerc is expected to return to profitability with a long-term operating margin of 3.5%.

a return to profitability and a reversion to the mean on our our long-term estimates which include a 3.5% operating margin

Pending

Komerc is expected to slow its growth rate to mid-single digits while maintaining a 20% RoIC.

We expect them to slow down their growth rate considerably to a mid singled digit level while maintaining a 20% Roy

1 year ago Pending

Komerc is expected to slow its growth rate to mid-single digits while maintaining a 20% RoIC.

We expect them to slow down their growth rate considerably to a mid singled digit level while maintaining a 20% Roy

Pending

Witchen is expected to maintain a Return on Invested Capital (RoIC) of around 30%.

We also expect them to keep their handsome Roy of around 30%

1 year ago Pending

Witchen is expected to maintain a Return on Invested Capital (RoIC) of around 30%.

We also expect them to keep their handsome Roy of around 30%

Pending

Witchen is expected to achieve a low double-digit growth rate from 2024 onwards.

but in the long term we expect them to continue gaining market share using history as our best proxy for the future and estimate a low double digit growth rate from 2024 and onwards

1 year ago Pending

Witchen is expected to achieve a low double-digit growth rate from 2024 onwards.

but in the long term we expect them to continue gaining market share using history as our best proxy for the future and estimate a low double digit growth rate from 2024 and onwards

Pending

Witchen is not expected to grow in the short term due to tough comparables from 2023.

in the short term we don't really expect any growth as the comparables from 2023 are quite tough

1 year ago Pending

Witchen is not expected to grow in the short term due to tough comparables from 2023.

in the short term we don't really expect any growth as the comparables from 2023 are quite tough

Pending

Carum expected to achieve high single-digit growth and a 30% Return on Invested Capital (RoIC).

We expect that Kum will be able to continue growing in high single digits with a fairly High Ro of around 30% and we think that the before mentioned variables Awards Kum with a four out of five in business quality

1 year ago Pending

Carum expected to achieve high single-digit growth and a 30% Return on Invested Capital (RoIC).

We expect that Kum will be able to continue growing in high single digits with a fairly High Ro of around 30% and we think that the before mentioned variables Awards Kum with a four out of five in business quality

Pending

Zumies is expected to return to $900 million in sales and a 7% operating profit margin.

it sure looks like at least to me that the company should be able to return to some $900 million in sales and an operating profit margin of say 7%

1 year ago Pending

Zumies is expected to return to $900 million in sales and a 7% operating profit margin.

it sure looks like at least to me that the company should be able to return to some $900 million in sales and an operating profit margin of say 7%

Pending

Zumies' organic growth expected to reach mid-single digits due to store expansion in Europe/Australia and inflation.

The number of stores grew by about 2% per year during 2018 to 2023 and we expect that something like that plus inflation should be able to bring the organic growth to Mid single digits

1 year ago Pending

Zumies' organic growth expected to reach mid-single digits due to store expansion in Europe/Australia and inflation.

The number of stores grew by about 2% per year during 2018 to 2023 and we expect that something like that plus inflation should be able to bring the organic growth to Mid single digits

Pending

Without conscious redirection, the mind will naturally prioritize negative, fearful, and threatening information throughout the day due to its survival instinct.

Left to its own device, your mind will focus on what it considers most important and that is survival. It will prioritize negative, fearful and threatening stuff all day, if you don’t force it in a different direction.

1 year ago Pending

Without conscious redirection, the mind will naturally prioritize negative, fearful, and threatening information throughout the day due to its survival instinct.

Left to its own device, your mind will focus on what it considers most important and that is survival. It will prioritize negative, fearful and threatening stuff all day, if you don’t force it in a different direction.

Pending

New habits, initially difficult to adopt, will eventually become automatic over time.

Yes, new habits will be difficult to incorporate to begin with, but over time, they’ll become your new autopilot.

1 year ago Pending

New habits, initially difficult to adopt, will eventually become automatic over time.

Yes, new habits will be difficult to incorporate to begin with, but over time, they’ll become your new autopilot.

Pending

Actively tracking expenses will make working against financial goals feel like a hassle and cause embarrassment.

Once again, it’s because you’ll make it a hassle to work against your goal and you also feel a little bit sheepish every time you do so.

1 year ago Pending

Actively tracking expenses will make working against financial goals feel like a hassle and cause embarrassment.

Once again, it’s because you’ll make it a hassle to work against your goal and you also feel a little bit sheepish every time you do so.

Pending

Actively tracking unhealthy habits will make indulging in them feel like a hassle and cause embarrassment.

It’ll be a hassle to do anything that isn’t aligned with your long-term goal of getting fit, and you’ll also feel a little bit sheepish every time you do so.

1 year ago Pending

Actively tracking unhealthy habits will make indulging in them feel like a hassle and cause embarrassment.

It’ll be a hassle to do anything that isn’t aligned with your long-term goal of getting fit, and you’ll also feel a little bit sheepish every time you do so.

Pending

Skipping a daily Mars bar snack on weekdays will result in a saving of 63,000 calories, or 8 kg of fat, over a year.

Skip that mars bar that you have for a snack on weekdays, and you’ll save some 240 calories. That may not sound like much, and your friends may not notice after the first day, but over a year that’s 63,000 calories, or 8 kg of "flab".

1 year ago Pending

Skipping a daily Mars bar snack on weekdays will result in a saving of 63,000 calories, or 8 kg of fat, over a year.

Skip that mars bar that you have for a snack on weekdays, and you’ll save some 240 calories. That may not sound like much, and your friends may not notice after the first day, but over a year that’s 63,000 calories, or 8 kg of "flab".

Pending

The Carrefour-PepsiCo dispute, where PepsiCo struggled to raise prices without losing customers, indicates a broader slowdown of inflation.

in the great scheme of things the situation portrays The Slowdown of inflation when not even Brands like Pepsi can increase prices without starting to lose customers

2 years ago Pending

The Carrefour-PepsiCo dispute, where PepsiCo struggled to raise prices without losing customers, indicates a broader slowdown of inflation.

in the great scheme of things the situation portrays The Slowdown of inflation when not even Brands like Pepsi can increase prices without starting to lose customers

Pending